Sullivan, Bruyette, Speros & Blaney’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $203K | Buy |
|
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|
2020
Q3 | $127K | Sell |
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|
2020
Q2 | $242K | Sell |
|
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|
2020
Q1 | $320K | Hold |
|
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|
2019
Q4 | $473K | Hold |
|
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|
2019
Q3 | $430K | Hold |
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|
2019
Q2 | $424K | Sell |
|
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $335K | Sell |
|
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|
2018
Q3 | $546K | Buy |
|
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|
2018
Q2 | $519K | Buy |
|
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|
2018
Q1 | $537K | Buy |
|
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|
2017
Q4 | $378K | Buy |
|
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|
2017
Q3 | $349K | Buy |
|